The best planning and budgeting software for any size business

Reduce your budgeting cycle times by up to 71% while producing more accurate projections. NetSuite Planning and Budgeting is designed to address a wide variety of financial, sales, contractual and operational planning use cases across multiple industries, and is accessible via rich interfaces through Web or Microsoft Office.

On-Demand: Ins and Outs of NetSuite Planning and Budgeting

Watch our on-demand webinar to discover the challenges FP&A Teams face when planning and budgeting in spreadsheets accompanied by a NetSuite Planning and Budgeting Demonstration.


    What problems does NBPB address?

    Most Finance departments plan, budget, and report using Microsoft Excel. Excel brings with it all of these classic problems: Errors caused by manually editing Excel sheets, slowness of process due to manual data manipulation, data integrity, reporting on different scenarios, managing contributors over email.

    NetSuite Planning and Budget Software facilitates both company-wide and departmental financial planning with modelling capabilities, approval workflows and reporting within one collaborative scalable solution. Comprehensive integration with Microsoft Office tools such as Microsoft Outlook, Excel, Word and PowerPoint with Smart View for Office, means users can leverage Excel as the environment for adding custom members on the fly, slicing and dicing data and ad-hoc modelling.

    5 tips for Financial Planning and Budgeting

    5 Tips for Better Planning and Budgeting in 2021

    While 2021 still holds some uncertainty, by keeping an open mindset and having a budget based around your data, you can tackle any new opportunity to create growth for your business during the next phase of the economic recovery.

    Read our 5 Tips

    NSPB Datasheet

    Download the NSPB Datasheet

    Planning and budgeting using spreadsheets in most organisations results in less collaboration, greater inefficiency and is error prone. Understand how NSPB addresses a variety of financial, sales, contractual and operational planning use cases across multiple industries.

    Read our Datasheet

    NSPB Demo

    Take the first step. Request your NSPB Demo

    See the NetSuite Planning and Budgeting solution in action and request a demo to be arranged at a time that suits you. During the demo you’ll get to see exciting features such as what-if modelling capabilities, flexible workflows, robust reporting and ad-hoc analysis pls much more.

    Book a Demo

    Planning and Budgeting Standard Edition

    NetSuite Planning and Budgeting facilitates both company-wide and departmental budgeting within one collaborative scalable solution. Pre-built data synchronisation with NetSuite enables financial and operational data to be used throughout the entire budgeting process, eliminating the need to transfer data manually.

    These pre-built reports, templates, and capabilities make it fast and easy to get your budgeting process set on the right path:

    • Drillable executive dashboards
    • Revenue projections templates
    • Operating expense projections templates
    • Actual vs budget reports (income statement, balance sheet, cash flow)
    • Microsoft Office Integration with Smart View
    • Multi-currency and multi-subsidiary support

    Download the Datasheet
    Understand how NSPB addresses a variety of financial, sales, contractual and operational planning use cases across multiple industries

    Planning and Budgeting Premium Edition

    Planning and Budgeting Premium Edition is intended to provide a holistic planning and budgeting solution that is primarily developed for your specific industry. While already being a comprehensive offering tailored toward your industry, this edition of Planning and Budgeting also allows for moderate customisation to your business and acts as a springboard to accelerate future growth.

    Features Included:

    • Industry Specific Models
      • Verticalised Metrics (SaaS, Other)
      • Project Planning
      • Cash Projections
    • Verticalised OpEx and Expense Planning
    • Verticalised Revenue Planning
    • Driver and Trended Forecasting
    • Financial Reporting & Variance Analysis
    • Indirect Cash Flow
    • Workforce Planning
    • Smart View Office Integration

    Already used and trusted by:

    The benefits of replacing Excel with NSPB (voted by Gartner in 2019 as the market leader in Cloud FP&A):

    • Automate import of data from NetSuite and other source systems
    • Decrease errors and improve data integrity with automatic aggregation
    • Collaborate with integrated workflow and process management
    • Visualise insights with analytics, embedded throughout the planning and reporting process
    • Improve transparency with audit trail, version control and analysis tools
    • Understand the impact of any change quickly with what-if scenarios
    • Flexible access for contributors via smart view excel interface or web-based forms

    Still using Excel for your Planning and Budgeting? Contact Catalyst ERP to discuss:

    • How to streamline your planning and budgeting processes and to produce forecasts and targets that are fresh, relevant and actionable
    • How Planning and Budgeting can scale with your business amongst rapid growth
    • How the reporting capabilities enable you to make smarter and faster business decision-making
    • A best practice approach with minimum upfront investment and deployment effort


    Get in touch with us to discuss this further